Document Management Solutions

Business Centric Document Applications For Your Clients

Business Centric Applications

Like many other businesses, your clients are constantly looking for ways to save money, improve customer service and increase staff and process efficiencies.

As a document centric platform provider, we spend a lot of our time looking for ways to deliver new products and services that you can leverage to help you clients achieve these goals.

Doxim Enterprise Content Manager (ECM) provides different solutions to eliminate manual business processes. These help your clients to efficiently implement electronic document consolidation and improve their document related business processes.

These solutions include:

eStatements

Doxim eStatements is a complete solution that allows your client’s customer statements and checks to be created and uploaded for online viewing. By providing your clients and their and staff with quick, convenient and secure web based access to eStatements you can help them save money, improve staff efficiency and enhance their customer service.

eInserts and eNewsletters

Doxim eInserts allows insert materials (including newsletter) to be appended to the end of an electronic statement for viewing online. This allows your clients to still deliver insert content to their customers, even if they have already opted out from paper statements.

Better Looking Statements

Doxim Enhanced Statement Design and Composition helps you to convert difficult to read, unattractive statements into attractive, easy to read statements complete with integrated, targeted marketing messages. Better looking statements are easier to read and help communicate your client’s marketing messages more effectively to their customers.

Document Imaging

Doxim’s Document Imaging solution – Doxim easyCapture – can be deployed by your clients to scan, index and upload hard copy documents to a secure online repository. This helps them to improve staff efficiency by eliminating the need to search through hard copy filing to find a document, and enhances customer service responsiveness, as all needed documents can be accessed instantly online. It also provides hard savings too, by eliminating the cost of long term hard copy document storage.

eReports

The Doxim Paperless Report solution provides your clients with a quick, easy and very elegant alternative to the tedious manual task of daily banking/brokerage report management. Doxim can receive reports data directly from your clients core system, reformat it for readability and upload the reports to Doxim ECM. These reports can then be routed by workflow, as required, for internal staff at your clients to review and then archive online.

Check Processing

Doxim Daily Check Processing facilitates the daily batch processing of check images received from a clearing provider, uploading automatically, them in near real-time, to the Doxim ECM. This can help your clients streamline their exception management process as well as facilitate eStatement adoption, as cheque images are already in the ECM for easy appending to the eStatement PDF.

Paperless Lending

Doxim LOS Manager, integrated with an existing loan origination system (LOS), automatically uploads LOS documents to Doxim ECM. Doxim easyCapture can also be used to add hard copy loan documents (e.g. proof of employment), to the same electronic loan file. This helps to speed up the end to end loan process, saves your client’s time and makes loan documents available for easy cross branch access.

Doxim Health Check

If your clients aren’t sure where to start with their ECM strategy, the Doxim Health Check & ECM Strategy Consulting engagement is a pre-packaged professional services offering from Doxim. It’s designed to help map out a practical and evolving content management strategy for your clients organizations.

To find out more, please contact us.